Creating A Simple Database With Zoho Creator

Creating a Simple
Database with Zoho

Creator
2014 Genevieve Morales - Your Dedicated Virtual Assistant 1
Signing Up for Zoho Account
Go to www.zoho.com
Enter your Name
Enter your Email Address
Click on Create Account
Creating an Application by
Importing an Excel File
To successfully upload an
existing excel file to zoho,
lets first edit it to have a
simple format.
Open your excel file
Remove existing formats and
merged cells
Save the file in CSV format
Go back to Zoho and click on
Import File
Click on Browse
Select the CSV file to upload
Assign the correct field type for
each column
Click Finish when Done
Zoho just created a form for your
database application
To edit form title, go to Edit
Application
Edit Form Title here
And Form Link Name here
Click on Access this appication
Click here to view the Report
Hover your mouse here and click
Edit
Click here to Edit Display Name
Enter new Display Name
Click Access this application
The Display Name is now changed.
To edit or change Application
Name,
Go to Home
Click on Settings
Change Application Name here
To edit or change Section Name,
Go to Home
Click Settings
Go to Sections
Click on Edit
Edit Section Name here
Click Save
Click on Access this Application
Section Name successfully
changed
Field Editing and
Customization
Go back to the form by clicking
here
Click on Edit Application
Click on Brandnew Amnt
Click on the drop down menu under
Currency Type
Select Philippine Peso
Do the same for all other Currency
Fields
Drag and Drop Drop Down Field to
add a Field for Payment Status
Change Field name to Payment
Status
Enter Choices here
You can add or remove choices by
clicking on + and - button
Lets do the same for Batch No.
field
Click Access this application
This is how the field looks like in
the form
Click on Sales Reports
Notice the currency field was
already changed to Php
Conducting a Record Search
Click Search
Enter invoice number here
Click on the drop down menu to
select on a condition
Select Condition
Click Search
Data Editing
Hover your mouse over the data
you want to edit
Select and click Edit
Edit the record in the form
Scroll down and click Update
You can also do a Bulk Edit.
Click Search
Go to Payment Status column and
select Is Empty condition
Click here to select All
Click Bulk Edit
Click on the drop down menu to
select the column to edit
Select Payment Status
Select Unpaid
Click Apply
Press OK
All empty fields under Payment
Status are now changed to UNPAID
Sharing an application
with another USER.
On the home screen, select the
application you want to share
Click Share
Click on the component you want
to share.
Enter email address of the person
you want to share it to
Click Share Now
Click OK
Sign In on user account
Click on the shared application
Unsharing the Application
Click Share
Click on the component you want
to unshare
Hover the mouse over the user
Click X

Creating A Simple Database With Zoho Creator

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